Eaglestone Capital

Investment Manager looking for value & growth; founded by Fred Stupart

[Eaglestone Capital @fstupart]

@wallstengine … and it only cost $926mm in R&D $653mm in SG&A

[Eaglestone Capital @fstupart]

@citrini Copper

[Eaglestone Capital @fstupart]

@Pray4Equity Yep - based on EV of $460M with about 10,000 customers that’s valuing the static biz at $46,000 per customer and yet LTV is about $53,000/ customer - a software company trading at a discount to current customer book and getting growth for free - strange times

[Eaglestone Capital @fstupart]

@Pray4Equity Also rev/employee growing, SBC/rev falling, expanding TAM horizontally (and creatively), new customer acquisition cost about $11,000 per customer vs LTV of $53,000 (16 mos payback) though GRR ticketed down from 96% to 95% (whatever?)

[Eaglestone Capital @fstupart]

@Pray4Equity Looks interesting at these levels

[Eaglestone Capital @fstupart]

@fiscal_ai That’s your take away from earnings?

[Eaglestone Capital @fstupart]

@DougKass sounds logical

[Eaglestone Capital @fstupart]

@WatcherGuru Yes

[Eaglestone Capital @fstupart]

@CENTCOM Cool

[Eaglestone Capital @fstupart]

@unusual_whales … because it’s now a big crater?

[Eaglestone Capital @fstupart]

@unusual_whales Whatever

[Eaglestone Capital @fstupart]

@SpecialSitsNews …. And they’ve been shot down…

[Eaglestone Capital @fstupart]

@SullyCNBC @PowerLunch It’s over … next

[Eaglestone Capital @fstupart]

@firstadopter Sell Nvidia :)

[Eaglestone Capital @fstupart]

@amitisinvesting Monday

[Eaglestone Capital @fstupart]

@SpecialSitsNews Or shorter

[Eaglestone Capital @fstupart]

@ksmetrics Just leveraged funds doing their thing

[Eaglestone Capital @fstupart]

@crashof2026 @DougKass You’re the only one …

[Eaglestone Capital @fstupart]

@DougKass Whatever

[Eaglestone Capital @fstupart]

@mattmvinson So why doesn’t somebody take it private